Alphabet Inc. (Class A) (GOOGL) beat expectations in Q2 FY2026 on revenue of $119.8B versus the $116.5B estimate (+24.2% YoY) and EPS of $9.11. The next Alphabet Inc. (Class A) (GOOGL) earnings date is Oct 28, 2026. Below is the full Alphabet Inc. (Class A) earnings breakdown — the risk-adjusted verdict, price forecast, technicals, options and hedge-fund 13F holdings, decoded in plain English.
Alphabet Inc. (Class A) (GOOGL) Earnings Analysis — key stats
Next earnings date
Oct 28, 2026
Latest reported quarter
Q2 FY2026
Earnings verdict
Beat
EPS beat rate
7 of last 8 (quarters above estimate)
Avg next-day move
±5.0% (over the last 8 reports)
Post-earnings direction
Up 5 / Down 3 (of the last 8 reports)
Implied move (next report)
±22.8% (options-derived · into Oct 28, 2026)
Institutional ownership
30.1% (13F as of 2026-06-30)
Top 10 holders
16.4% (of shares outstanding)
Insider activity
3 buys / 9 sells (recent Form 4 filings)
Revenue
$119.8B (vs $116.5B est · +2.8% surprise · +24.2% YoY)
EPS
$9.11 (vs $2.87 est · +217.4% surprise · +296.1% YoY)
Share price
$345.90 (-0.1%)
Market cap
$4.19T
Alphabet Inc. (Class A) (GOOGL) Earnings Analysis — beat / miss history
Quarter
Revenue
EPS
EPS surprise
Next-day move
Verdict
Q3 FY2026
$119.8B vs $116.5B est
$9.11 vs $2.87 est
+217.4%
-8.5%
Beat
Q2 FY2026
$109.9B vs $107.0B est
$5.11 vs $2.64 est
+93.6%
+10.0%
Beat
Q1 FY2026
$113.8B vs $111.3B est
$2.82 vs $2.57 est
+9.7%
-2.5%
Beat
Q4 FY2025
$102.3B vs $99.9B est
$2.87 vs $2.30 est
+24.8%
+5.2%
Beat
Q3 FY2025
$96.4B vs $99.8B est
$2.31 vs $2.15 est
+7.4%
+0.4%
Mixed
Q2 FY2025
$90.2B vs $89.2B est
$2.81 vs $2.02 est
+39.1%
+4.3%
Mixed
Q1 FY2025
$96.5B vs $96.7B est
$2.15 vs $2.12 est
+1.4%
-4.9%
In line
Q4 FY2024
$88.3B vs $86.3B est
$2.12 vs $1.85 est
+14.6%
+4.6%
Beat
Top institutional holders
Holder
% outstanding
Shares
Value
QoQ change
Blackrock, INC.
3.8%
461.0M
$164.7B
+3.1%
Vanguard Capital Management LLC
3.2%
383.0M
$136.9B
+1.2%
Fmr LLC
2.1%
250.7M
$89.6B
+6.0%
State Street Corp
2.0%
239.0M
$85.4B
+5.6%
Geode Capital Management, LLC
1.2%
150.1M
$53.5B
-1.2%
Morgan Stanley
1.0%
120.5M
$43.1B
-0.4%
Price T Rowe Associates INC /Md/
0.8%
101.3M
$36.2B
+25.8%
Undisclosed filer
0.8%
98.9M
$35.3B
+2.4%
Jpmorgan Chase & CO
0.8%
91.9M
$32.5B
+29.6%
Invesco Ltd.
0.8%
91.3M
$32.6B
+106.2%
Recent insider transactions
Insider
Role
Date
Type
Shares
Value
Sergey Brin
director, 10 percent owner:
2026-08-07
Sell
673K
—
Sergey Brin
director, 10 percent owner:
2026-08-07
Sell
673K
—
Sergey Brin
director, 10 percent owner:
2026-08-07
Buy
673K
—
Sergey Brin
director, 10 percent owner:
2026-08-07
Sell
673K
—
Hennessy John L.
director
2026-08-05
Buy
2K
—
Hennessy John L.
director
2026-08-05
Sell
2K
—
ARNOLD FRANCES
director
2026-07-30
Sell
82
$27338
Saraci Marsida
officer: VP, Chief Accounting Officer
2026-07-29
Sell
449
$149607
What you'll find
Next Alphabet Inc. (Class A) (GOOGL) earnings date, the expected move and the estimates priced in
A clear Beat / Miss / In-line / Mixed verdict the moment Alphabet Inc. (Class A) reports
Revenue & EPS versus estimates, guidance and segment trends
Multi-lens price forecast — analyst, quant, technical and options views
Deep research: red flags, risk decoder and earnings-call sentiment
Technicals, options / implied volatility and unusual-activity signals
Hedge-fund and legendary-investor 13F holdings in Alphabet Inc. (Class A) (GOOGL)
Side-by-side peer and historical earnings comparison
Frequently asked questions
When is Alphabet Inc. (Class A)'s next earnings date?
Alphabet Inc. (Class A)'s (GOOGL) next scheduled earnings date is Oct 28, 2026. Magnisto shows the confirmed date, the options-implied expected move and the revenue and EPS estimates Wall Street is modeling into the report.
Did Alphabet Inc. (Class A) (GOOGL) beat or miss earnings?
In Q2 FY2026, Alphabet Inc. (Class A) (GOOGL) posted beat results — revenue of $119.8B versus the $116.5B estimate (+2.8% surprise) and EPS of $9.11 versus $2.87 expected (+217.4% surprise). Magnisto decodes every Alphabet Inc. (Class A) (GOOGL) report into a clear Beat, Miss, In-line or Mixed verdict and checks whether guidance was raised, held or cut.
How often does Alphabet Inc. (Class A) beat earnings estimates?
Over its last 8 reported quarters, Alphabet Inc. (Class A) (GOOGL) beat Wall Street EPS estimates 7 times, most recently a beat result in Q3 FY2026. Magnisto tracks every Alphabet Inc. (Class A) (GOOGL) quarter's revenue and EPS versus consensus and grades each one Beat, Miss, In-line or Mixed at a unified ±2% threshold.
How much does Alphabet Inc. (Class A) stock move after earnings?
Over its last 8 quarterly reports, Alphabet Inc. (Class A) (GOOGL) moved an average of ±5.0% the day after earnings — ranging from -8.5% (Q3 FY2026) to +10.0% (Q2 FY2026). The stock rose after 5 of those 8 reports and fell after 3. Heading into its next report on Oct 28, 2026, options-implied volatility is pricing in a move of roughly ±22.8% (derived). Magnisto tracks the realized post-earnings move for every Alphabet Inc. (Class A) (GOOGL) quarter alongside the beat/miss verdict — past moves don't predict the next one.
Who are the largest shareholders of Alphabet Inc. (Class A)?
Institutions hold about 30.1% of Alphabet Inc. (Class A)'s (GOOGL) shares outstanding as of the 2026-06-30 13F quarter. Its largest institutional holders include Blackrock, INC. (3.8%), Vanguard Capital Management LLC (3.2%), Fmr LLC (2.1%). Magnisto lists Alphabet Inc. (Class A)'s (GOOGL) top 13F holders with each stake size and its quarter-over-quarter change.
Are insiders buying or selling Alphabet Inc. (Class A) (GOOGL)?
In the most recent Form 4 filings Magnisto tracks, Alphabet Inc. (Class A) (GOOGL) insiders recorded 3 purchases and 9 sales — net selling. Insider transactions are one signal among many and are often routine (option exercises or scheduled 10b5-1 sales), so Magnisto shows the raw feed for you to judge.
What is the forecast for Alphabet Inc. (Class A) (GOOGL) stock?
Magnisto blends analyst price targets, quantitative research, technical trend and options-implied moves into a scenario range for Alphabet Inc. (Class A) (GOOGL), anchored to the current $345.90 share price, so you can weigh the bull, base and bear cases for Alphabet Inc. (Class A) side by side.
Is Alphabet Inc. (Class A) (GOOGL) a buy right now?
Magnisto does not give buy or sell tips. It gives you the institutional-grade evidence — the verdict, valuation, risks, technicals and hedge-fund 13F flows — so you can decide whether Alphabet Inc. (Class A) fits your own thesis and risk profile. This is research, not investment advice.